Integrations
Integrations
Connect accounts to sync balances automatically. Manual tracking and CSV import always work without any connections.
Settings
📂 Brokerage Positions (CSV Import)
Import Positions CSV
Drop a positions export to sync holdings. Re-imports update existing data — no duplicates. Takes a snapshot automatically when complete.
Supported: Fidelity · Schwab · Firstrade · E*Trade · Tastytrade · Robinhood
📈 Plaid (Investments + Banking)
Plaid
Syncs individual brokerage holdings (tickers + quantities) from Fidelity, Schwab, Vanguard, E*TRADE and 12,000+ institutions.
Privacy note: Plaid has access to your full account data. Consider using CSV import for brokerage positions and Teller for bank balances instead.